Help Centre/Workflows/Start a self service workflow

Getting Started

Getting started Create a workflow Create a position Invite an employee

Workflows

Create a workflow Copy a workflow Re-assign a workflow Create a self service workflow Start a self service workflow Send a reminder for a workflow Completion notifications Flow history

Workflow templates

Client identity verification

Tasks

Adding tasks Copying tasks Task types Skipping tasks

Positions

Create a position Schedule workflows for a position Assign a user to a position

Custom Fields

Custom fields basics Creating and using a custom field

Reminders

Creating a reminder

Automations

Document rules

Entry Points

Entry points Approving access requests

Users

User basics Invite a member Invite a supervisor Invite an admin Message a user User notifications Reset user MFA Archive a user Change a user's role Invite a member by QR code

Certifications

Certification basics Adding certifications Assigning certifications to positions Assigning certifications to an employee Approving certifications Requesting certification updates from an employee Configuring expiry notifications

Videos

Add a video

Businesses

Add a business Remind users

Logging In

Employee login Magic link expired

Superannuation

Setting up super stapling Troubleshooting an unsuccessful ATO connection

Xero Integration

Connecting to Xero Syncing employees to Xero Importing employees from Xero Disconnecting from Xero Refreshing a Xero connection Frequently asked questions

Visa Checks

Visa check basics Adding a visa details task to a workflow Completing a visa check Reviewing visa check history

Billing

Adding a subscription Linking a business to a subscription Invoices Cancelling a subscription

Advanced Use Cases

Migrate employees from one Xero org to another

FAQs

Data and Security PDF Upload Errors

Start a Self Service Workflow

Follow this guide to start a self-service workflow.

Before starting ensure that the business has at least one self-service workflow configured.

Learn how to do that here.

Lets get started!

Navigate to the Dashboard and click the Start workflow button.

Select the workflow you wish to start.

Great job you have now started a self-service workflow

Still stuck?

Email our Australian support team at support@canyou.com.au.

Next in Workflows

Send a reminder for a workflow

Start a Self Service Workflow

Great job you have now started a self-service workflow#

Great job you have now started a self-service workflow